Nvidia, every mention
7 scenes (said by Gavin Baker), the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Dylan Patel 93Anjney Midha 21David George 20Gavin Baker 16Erik Torenberg 15Marc Andreessen 14Guido Appenzeller 14Jeff Schmidt 13Dwarkesh Patel 12Martin Casado 10
Verbatim, from the transcripts: the passages where Nvidia comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 8:49 Gavin Baker And NVIDIA is at the center of all of it. 2 times in the scene
- ▶ 13:17 Gavin Baker And then also, like, we should also talk if, particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these.
- ▶ 29:19 Gavin Baker Yeah, same, NVIDIA, AMD, Broadcom,
- ▶ 38:41 Gavin Baker And, you know, Elon said that he and Jensen have co-designed a Reuben rack.
- ▶ 48:47 Gavin Baker I think probably in the, in the very near, near future, that's going to be an NVIDIA model. 2 times in the scene
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 3:45 Gavin Baker NVIDIA's at more like 40 times. 3 times in the scene
- ▶ 7:35 Gavin Baker So Nvidia, if they sign a deal with opening AI, they can say, Hey, you can't use our money to buy our chips, but money is fungible, but it's happening at a very small scale. 6 times in the scene